Posts

Riding the Short Side: Lessons from “The Assassin,” Fahmi Quadir Hey everyone, Sarah Miller here! It’s been a while since I’ve shared some thoughts on the market, and today I wanted to dive into something a little different, inspired by a recent listen to the Odd Lots podcast featuring Fahmi Quadir, aka “The Assassin.” Now, I’ve spent over a decade navigating the sometimes-turbulent waters of financial analysis and market research, and let me tell you, understanding the short-selling game is like learning a secret language. It’s not for the faint of heart, but the insights Quadir shared were incredibly valuable, especially in today’s… well, let’s just say interesting market conditions. ...

The Human Element Behind the World’s Largest Chip: An Investor’s Perspective on Cerebras Hey everyone, Sarah Miller here. You know, after over a decade immersed in financial analysis and market research, I’ve learned that sometimes the most compelling investment stories aren’t just about numbers. They’re about vision, about a deep understanding of a problem, and the sheer audacity to build something monumental to solve it. That’s exactly what I’m seeing with Cerebras Systems and its CEO, Andrew Feldman, and the creation of their gargantuan Wafer Scale Engine (WSE) AI chip. ...

Hello everyone, Sarah Miller here! It’s been a whirlwind of a year in the markets, and as always, I’ve been diving deep into the numbers, trying to make sense of where our hard-earned money might best be put to work. Today, I want to talk about a company that’s been on my radar for a while: Conagra Brands (NYSE: CAG). You know, the folks behind Slim Jim, Birds Eye, and Hunt’s. ...

As Sarah Miller, a financial analyst with over a decade of experience in financial analysis and market research, here’s my take on the AMD vs. Intel AI CPU race: The AI CPU Trade Still Favors AMD - But Hedged, My Friends! Hey everyone, Sarah here! I’ve been deep in the trenches of financial analysis and market research for over ten years now, and let me tell you, the world of tech stocks can feel like a rollercoaster. One trend I’ve been closely watching, and one that’s definitely on a lot of investors’ minds, is the ongoing showdown between AMD and Intel, especially as it relates to the booming AI market. ...

Hey everyone, Sarah Miller here! It’s been a busy few months, and as always, I’ve been deep-diving into market trends and investment strategies. Today, I want to chat about something that’s been on my mind, especially as we look ahead to Q1 2026: the Brown Advisory Tax-Exempt Sustainable Strategy. If you’re like me and you believe in making your money work for you while also aligning with your values, this could be a compelling area to explore. ...

Hey everyone, Sarah Miller here! It’s been a busy week with all sorts of market news, and I wanted to share some thoughts on a recent shareholder/analyst call I attended for Imerys S.A. (IMYSY). Now, if you’re not already familiar, Imerys is a global leader in mineral-based specialty solutions, and their calls are usually pretty packed with valuable insights. I’ve been tracking their performance for a while now, especially as the industrial materials sector plays a crucial role in a lot of broader economic trends I’m watching. ...

Hey everyone, Sarah Miller here! 👋 It’s been a bit of a rough ride in the markets lately, and if you’re anything like me, you might have been glued to the financial news, feeling that familiar sting of market volatility. Yesterday, we saw the stocks take a pretty significant nosedive, marking the worst day since back in March. On top of that, bonds got hammered too. It’s one of those days that makes you pause and re-evaluate your financial planning, right? ...

Why SocGen’s Albert Edwards Sees Double-Digit Inflation Coming Back – And What It Means for Your Portfolio Hey everyone, Sarah Miller here. It’s been a busy few weeks in the markets, and as always, I’ve been digging deep into what’s happening behind the headlines. Today, I want to talk about something that’s been rattling around my brain, and likely yours too if you’re paying attention to financial news: Albert Edwards at Societe Generale’s stark warning about a return of double-digit inflation. Now, I know that sounds like a doomsday prediction, and while it’s definitely a scenario we need to prepare for, it’s not necessarily the end of the world for your personal finance and investing strategies. ...

Hello everyone, Sarah Miller here! It’s been a while since I’ve sat down to write, but a recent market movement caught my eye, and I just had to share my thoughts. We’re talking about Telefonica Brasil (VIV), and honestly, the current pullback in its stock price feels a little overblown to me. With over a decade of diving deep into financial statements and tracking market trends, I’ve learned to spot when the market might be overreacting. ...

Okay, Sarah Miller here! Let’s dive into what caught my eye with Eurazeo SE (EUZOF) and their Q1 2026 sales/trading statement. I’ve been poring over these kinds of reports for over a decade now, and while they can sometimes feel a bit dry, they’re goldmines for understanding where a company, and by extension, the broader market, is headed. Unpacking Eurazeo SE’s Q1 2026 Performance: A Financial Analyst’s Take You know, as a financial analyst, my job is to sift through the numbers and tell the story behind them. It’s not just about the raw data; it’s about context, trends, and what this means for your hard-earned money. I recently went through the slideshow from Eurazeo SE’s (EUZOF) Q1 2026 sales/trading statement, and I wanted to share some of my thoughts with you, as if we were just grabbing a coffee and chatting about the market. ...